Skip to content
Disclosery

SIGNATUREFD, LLC: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIGNATUREFD, LLC on XYZ, newest first. How the timeline and the estimate are built.

SIGNATUREFD, LLC held 9,849 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,849 shares
    Change vs previous 13F +255 shares

    0.01% of the 13F portfolio, value $748,495.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,594 shares
    Change vs previous 13F +3,509 shares

    0.01% of the 13F portfolio, value $577,352.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,085 shares
    Change vs previous 13F -184 shares

    0.01% of the 13F portfolio, value $396,078.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,269 shares
    Change vs previous 13F +382 shares

    0.01% of the 13F portfolio, value $453,067.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,887 shares
    Change vs previous 13F -608 shares

    0.01% of the 13F portfolio, value $399,910.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,495 shares
    Change vs previous 13F -542 shares

    0.01% of the 13F portfolio, value $352,866.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,037 shares
    Change vs previous 13F +212 shares

    0.01% of the 13F portfolio, value $598,073.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,825 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $458,141.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).